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Three Seasons Wealth’s HealthEquity HQY Stock Holding History

Three Seasons Wealth’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.53M Buy
16,980
+5,014
+42% +$425K 0.14% 60
2026
Q1 		$1,000K Buy
11,966
+6,445
+117% +$529K 0.38% 66
2025
Q4 		$506K Buy
5,521
+1,836
+50% +$176K 0.05% 112
2025
Q3 		$349K Buy
+3,685
New +$347K 0.03% 129

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Three Seasons Wealth's HQY Position: Q2 2026 in Review

Three Seasons Wealth increased its HealthEquity (HQY) stake by 42% in Q2 2026, buying an estimated $425K and bringing the position to 16,980 shares worth $1.53M. The position accounts for 0.14% of the portfolio, ranked #60.

Three Seasons Wealth first reported a position in HQY in Q3 2025 and has held it in 4 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Three Seasons Wealth held 16,980 shares of HealthEquity worth $1.53M as of Q2 2026.
  • Three Seasons Wealth bought 5,014 HealthEquity shares in Q2 2026, an estimated $425K.
  • HealthEquity made up 0.14% of Three Seasons Wealth's portfolio in Q2 2026, its #60 holding.
  • Three Seasons Wealth first reported a position in HealthEquity in Q3 2025 and has held it in 4 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Three Seasons Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.